Invite your team

Overview#

Everyone who works in TradesWork gets their own sign-in. You invite people by email with a role; they click the link, enter their name and they're in. There are no passwords: TradesWork emails a sign-in link each time. Office users are free. Technicians are your billed seats.

Before you start#

• You need the Owner or Admin role.

• Only an Owner can invite another Owner.

• Decide each person's role first. See Roles and permissions explained.

• Use each person's own work email. Shared mailboxes make it impossible to tell who did what.

Steps#

Send an invite#

1. Open Settings › People › Employees & Role Permissions.

2. In Invite someone, fill in:

   • Email: the person's email.

   • Name (optional): shows in the invite list until they accept.

   • Role: the role they'll have. Technician (billed seat) is marked so you know it counts toward your bill.

3. Press Send invite. They get an email with a link to join. The link works once and expires in 14 days.

4. The person opens the link, enters their name and joins your company.

If the email doesn't go out#

If email isn't working on your server, the page shows the invite link in a box with Copy link. Copy it and send it yourself by text or another email. The link still expires in 14 days.

Resend or revoke an invite#

1. Find the person under Open invites. Expired invites show an Expired tag.

2. Press Resend to send a fresh link (this also restarts the 14 days).

3. Press Revoke to cancel it. The old link stops working.

Change a role#

1. In the People table, choose the new role from the drop-down next to the person.

2. Press Save.

Deactivate someone who leaves#

1. In the People table, press Deactivate next to their name and confirm.

2. They can't sign in to your company any more. Their jobs, notes and payments stay.

3. To bring them back later, press Reactivate.

Settings that change this#

• Settings › Your Account › Plan & Billing: shows how many technician seats you're billed for.

• Settings › People › Technicians: set each technician's weekly hours and time off after they join.

• Settings › Dispatch Board › Board & Skills: give technicians skills so the right jobs go to them.

Tips#

• The top of the page shows three counts: Technician seats (billed), Office and view-only (free) and Open invites. Invited technicians show as "+N invited" until they accept.

• Invite your dispatcher and CSR first: they can start booking while you set up the rest.

• Technicians sign in on the TradesWork Field app with the same email.

Troubleshooting#

• "That person is already on your team" → they're already an active member. → Change their role in the People table instead.

• "There's already an open invite for that email" → an invite is still open. → Use Resend on the open invite.

• "That invite is no longer open" → it was accepted or revoked. → Send a new invite if needed.

• The invite never arrived → spam folder, a typo, or email isn't configured. → Check spam, check the address under Open invites, press Resend, or copy the link shown on the page.

• The link says it expired → more than 14 days passed. → Press Resend.

• "You can't deactivate yourself" → nobody can deactivate their own sign-in. → Ask another Owner or Admin.

FAQ#

Do office users cost anything? No. Office users, helpers, apprentices and view-only users are free and unlimited. Only active technicians are billed.

Does a new technician need anything else? After they join, set their hours in Settings › People › Technicians and their skills in Settings › Dispatch Board › Board & Skills, so the board and online booking can offer their time.

Can I invite by phone number? Not from this page. Invites go by email.

Coming from ServiceTitan#

In ServiceTitan you add employees and technicians under Settings › People. In TradesWork both live on one page, Employees & Roles, and the role decides whether someone uses the office app or the field app. TradesWork never imports ServiceTitan passwords; everyone accepts a fresh invite.